Probate Disputes

  • In December of 2017, represented an alleged Attorney in Fact in a claim brought by a skilled nursing facility for services rendered on behalf of an incapacitated resident but not paid for. The resident was admitted by a court-appointed guardian who did not take control of the resident’s finances.  The matter resolved shortly after the filing of suit with the facility being paid the balance due.  Houghton Corp. v. Turner, Worcester Superior Court, 1785CV01625.
  • In May of 2017, represented the beneficiary to a family trust in obtaining his distributions following the resolution of a claim against the trust made by the Executive Office of Health and Human Services. In Re:  Preble Family Irrevocable Trust (Worcester).
  • In October of 2013, represented a personal representative to the estates of her parents in a trial wherein her sufficiency to be the representative was challenged by her siblings. In Re: Hubert McKenobb, Middlesex Family & Probate Court (Cambridge), Consolidated Docket Nos. 12P1687, 12P0471, and 08P3779 (Donnelly, J.).
  • In July of 2013, successfully defended a will contest, proving that the burden of proof did not shift and remained with the objectors, as opposed to the alleged fiduciary. In Re: Helen Kendall, Middlesex Family & Probate Court (Cambridge), Docket No. 07P4070 (Donnelly, J.).